Donnelly-Boland and Associates

What Donnelly-Boland and Associates does

Donnelly-Boland and Associates is a privately held, woman-owned CPA firm headquartered in Pittsburgh, Pennsylvania, founded in 1992. The firm delivers integrated back-office professional services — accounting and finance, tax preparation, human resources, marketing and communications, and consulting — to five target segments: nonprofits, government agencies, startups, small businesses, and individuals. Its go-to-market is direct engagement-based, with custom pricing tailored to client size and service scope, supported by content marketing through a company blog, email campaigns, and social media presence on LinkedIn, Facebook, and Instagram. Operations are run from two Pittsburgh-area offices (Home Office at 2801 Custer Avenue and Brentwood at 3730 Brownsville Road), with a leadership team of multiple CPAs holding advanced degrees (MST, MBA, MS in Nonprofit Management, MPM) and 80+ active clients reporting a Net Promoter Score of 50.

The firm's core service bundles combine traditional CPA offerings (bookkeeping, financial reporting under GASB standards, grant administration, tax filing, and CFO advisory) with adjacent back-office functions such as HR policy development, employee onboarding, recruitment support, social media management, and brand strategy. Technology infrastructure is standard for the professional services category — QuickBooks for accounting workflows, HubSpot for CRM, and conventional office productivity tools — with no proprietary platforms, APIs, or AI/ML capabilities disclosed. Distribution is purely direct: no resellers, marketplaces, or external channel partners; client acquisition is driven by referrals, website inquiries, and the firm's three-decade regional reputation. The firm is family-led (President/CEO Fay Boland, EVP Jim Boland, and additional Boland family members in leadership) with the recent addition of an outside COO, and holds no institutional investors, subsidiaries, or parent entities.

The business model is engagement-based professional services revenue across five streams, each billed on a custom quote basis: accounting and finance services, tax preparation, human resources outsourcing, marketing and communications, and strategic consulting. The WBE certification enables access to government and nonprofit set-aside contracts, and the integrated multi-discipline offering positions the firm as a single-vendor alternative to fragmented point solutions for resource-constrained clients in the Greater Pittsburgh region.

Name

Donnelly-Boland and Associates

Legal name

Donnelly-Boland and Associates

Website

https://donnelly-boland.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

51–100 employees

Short description

Donnelly-Boland and Associates is a woman-owned Pittsburgh CPA firm founded in 1992 that delivers integrated accounting, tax, HR, marketing, and consulting services to nonprofits, government agencies, startups, small businesses, and individuals across 80+ active engagements.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Contract Administration Support (PO/Contract Compliance) (BPAAAJAE), Research Administration & Grants Management Support (Pre/Post-Award, Compliance) (EDAEALAO), Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)

Keywords

• Outsourced accounting services
• Fractional CFO services
• Tax preparation services
• Human resources outsourcing
• Nonprofit accounting

Headquarters

HQ city

Pittsburgh

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services - Accounting & Finance: Comprehensive accounting and financial management services including bookkeeping, financial reporting, grant administration, and general ledger support. Billed through engagement-based consulting arrangements.
2. Professional Services - Tax Preparation: Tax preparation and planning services for individuals and businesses, including federal, state, and local filings, with year-round support from CPAs and Enrolled Agents.
3. Professional Services - Human Resources: Outsourced HR services including employee handbook development, compliance, benefit administration, recruiting, personnel file management, and onboarding support.
4. Professional Services - Marketing & Communications: Marketing strategy, content creation, social media management, email marketing, website optimization, and event planning services.
5. Professional Services - Consulting: Strategic consulting including forecasting, process optimization, grant management, software integration, IT support, and strategic planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Donnelly-Boland and Associates is a Pittsburgh-based CPA and advisory firm providing outsourced back-office services across accounting and finance, human resources, marketing and communications, tax preparation, and consulting. The firm delivers integrated support to nonprofits, government agencies, startups, small businesses, and individuals, combining day-to-day execution with strategic planning through a single engagement model.

Product overview

Donnelly-Boland and Associates offers a comprehensive suite of integrated back-office services organized into five core practice areas: Accounting Services, Consulting Services, Human Resource Services, Marketing and Communications Services, and Tax Preparation Services. These services are delivered as both standalone offerings and as tailored bundles for specific sectors including small businesses, nonprofits, startups, government agencies, and individuals. The firm positions itself as a one-stop solution where clients receive coordinated support across accounting, HR, marketing, tax, and consulting from a single partner, with services scaled to organization size and needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Finance Services Comprehensive accounting support including general ledger maintenance, bookkeeping, cash flow management, QuickBooks support, grant administration and billing, and financial statement preparation for small businesses, nonprofits, and government agencies.
• Consulting and Operations Services Strategic consulting covering forecasting, process optimization, grant management, software integration, IT support, and strategic planning to enable smooth operations and scalability for client organizations.
• Human Resources Services Outsourced HR support including employee handbook development, HR compliance, benefit administration, recruiting, personnel file management, and onboarding processes for small businesses, nonprofits, and startups.
• Marketing and Communications Services Marketing services including email marketing, social media strategy, content creation, website optimization, branding, and event planning for fundraising galas and corporate events, supporting outreach and audience engagement.
• Tax Preparation Services Tax filing and planning services for individuals and businesses, including federal and state returns, multi-state filings, international reporting, and year-round tax strategy support delivered by CPAs and Enrolled Agents.
• Small Business Services Bundle Integrated back-office support bundle for small businesses combining accounting, HR, marketing, tax preparation, and business consulting services tailored for lean operations and growth-stage owners.
• Nonprofit Services Bundle Specialized support for nonprofit organizations including grant tracking, restricted funds management, fiscal oversight, HR policy development, fundraising communications, and board governance guidance.
• Government Services Bundle Back-office services for local, regional, and state government agencies including GASB-aligned financial reporting, grant administration, internal controls, HR policy development, procurement oversight, and leadership advisory.
• Startup Services Bundle

Quantifiable outcome

• 80 active clients served
• +2 more outcomes

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Insperity: Public HR outsourcing and PEO firm bundling HR, benefits, payroll, and compliance for small and mid-sized businesses. Relevant adjacent peer for the HR services stream and represents a potential competitive threat if clients consolidate providers.
• BDO USA: Global accounting network with significant SMB, nonprofit, and government advisory practices. A relevant adjacent incumbent that could enter Donnelly-Boland's niche with greater resources and brand recognition.
• CliftonLarsonAllen (CLA): Large national accounting and advisory firm with dedicated outsourced accounting, HR, and technology practices for nonprofits, government, and SMBs. Overlaps heavily with Donnelly-Boland's offerings but at materially greater scale and geographic reach.
• Baker Tilly US: Top-10 U.S. advisory firm providing outsourced accounting, tax, and consulting to nonprofits, government, and small businesses. Competes with Donnelly-Boland for the same compliance-heavy clients but from a national footprint.

Direct peers

• Grassi & Co. Mid-market accounting and advisory firm providing accounting, tax, HR consulting, and technology services to nonprofits, real estate, and SMBs in the Northeast. Comparable multi-discipline service model and client verticals.
• Wipfli LLP: Top-25 U.S. accounting firm serving nonprofits, government agencies, and small to mid-sized businesses with outsourced accounting, HR, and technology advisory. Comparable multi-discipline back-office platform and similar nonprofit specialization.
• Schneider Downs & Co. Pittsburgh-based CPA and advisory firm providing accounting, tax, and consulting to mid-market, government, and nonprofit clients in the same regional market. Closest direct competitor given shared geography, client verticals, and multi-discipline service suite.
• Maher Duessel: Pittsburgh-based CPA firm providing audit, accounting, tax, and consulting services with strong government and nonprofit specializations. Direct regional competitor in Donnelly-Boland's home market.
• Horne LLP: Mid-market accounting and advisory firm with deep nonprofit and government practices offering outsourced CFO, tax, and back-office services. Comparable in service breadth and SMB/nonprofit/government focus.
• Marks Paneth: Northeast U.S. accounting firm specializing in nonprofit, real estate, and professional services clients with outsourced CFO and tax services. Comparable nonprofit specialization and similar boutique regional scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/DonnellyBoland
• LinkedInlinkedin.com/company/donnelly-boland
• Instagraminstagram.com/donnellyboland

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Donnelly-Boland and Associates